Charitable Planning

Our Process

Step One: Intake Form

Completing our brief intake form will allow us to know a little about you before we meet and thus make the meeting more personal to your situation. You can email, fax, or drop off the completed form to us.

Step Two: Initial Consultation

This meeting is a chance for you to meet with us and discuss your concerns as well as your goals and objectives and make sure Hallock & Hallock is the right fit for you.

Step Three: Design Meeting

This is the meeting where we actually counsel together to design your individualized plan. Depending on your circumstances, this meeting may be combined with the initial consultation.

Step Four: Document Drafting

After we have designed your plan, the next step is to draft the documents, legal and otherwise, that will be the foundation of your plan.

Step Five: Completion and Signing

Once the document drafting has been completed to your satisfaction, there will be a signing meeting where documents are executed and made effective.

Step Six: Review and maintenance

As circumstances change, plans need to be updated to reflect those changes. We offer our clients ongoing maintenance plans so their plans can be kept up to date.

Ready to Schedule an Appointment?

Give us a call or send us an email if you are ready to schedule your initial appointment.